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Francis S. Infurchia & Company
“Very helpful and nice people”
Best Financial Advisors in Norwalk, CT
24 firms listed · 6 in Norwalk · 2 open weekends · 15 rated 4.5+ · 2 show a license
Data verified October 21, 2026
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Financial Marketing Group
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Guidelight Financial
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GE Commercial Finance
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Monhegan Partners
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Rocaton Investment Advisors
The 24 firms listed for Norwalk, CT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Norwalk, CT
Of the 24 firms we list here, 6 are in Norwalk itself and 18 come from towns including Shelton (4, 17 mi), Westport (3, 4 mi) and Ridgefield (3, 13 mi). 18 of the firms on this page have a rating, from 4.0 to 5.0 across 181 reviews; 15 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), business services (3), services for individuals (3), tax planning (3) and tax services (3). 2 show a license on their websites and 5 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 38 years. 5 offer payment plans; 6 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 22 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Norwalk offer a free first meeting?
6 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Alfano & Company
- Organized
- Tax Returns
- Team
“I moved from Connecticut to Florida three years ago and the personal touch and tax filing messaging are seamless compared to having his office right down the street.”
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Edward C Freer Jr CPA
“Fantastic service, always great communications and friendly.”
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Dimatteo Group Financial Services
- Expertise
- Financial Advisor
- Interest
“We are also happy with the coordination that exists with the Di Matteo tax services especially his sister Rose who has been doing our taxes for many years.”
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Emerald Tide Financial
- Tax
- Information
- Patient
“Not only the advisor was very helpful in asset evaluation and selection, but also he was super helpful in moving through the entire application process until contract sign-off.”
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Connecticut Institute Of Finance
“The entire group is competent, friendly, open, and most importantly, honest!”
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Woodhouse & Associates
“They are professional and straight forward.”
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Flagship Financial Partners
- Company
- Planner
- Life Insurance
“I was amazed at the amount of time they spent with me and also the kindness shown to me by these two individuals, as well as the efficiency of the entire office staff.”
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Bernhardt CPA
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Cooper Financial Services
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Alex Bayer, CPA
“I compiled and declared 4 years of back taxes, created a payment plan, developed a tracking system that works for me, and this year, for the first time in my life and ONLY because of Alex's help and guidance, was I prepared and able to pay taxes in f...”
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Diamant Asset Management
“Life can be busy, Diamant Asset Management provides the constant oversight of my portfolio that I can not always do.”
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Greenwich Creek Capital Management
“Recently, Freedom Invest was introduced as a brand of GCCM and was designed to cater to small accounts with the use of a virtual application to allocate funds.”
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Titan Accounting Consulting Services
- Small Business
“They're experts at supporting small business owners through accounting and consulting.”
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Clear Harbor Asset Management
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Strategic Value Partners
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Principle Wealth
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Blue Keel Financial Planning
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Fairlead Strategies
“Consistent and dependable reasons for reliable profitable advice.”
Retirement Planning and Investment Management Services in Norwalk, CT Cost Estimates
Minimum cost
$1146
Maximum cost
$9734
National Average
$3436
Avg Per Hour Rates
$344
$2291
$6299
Typical price range is based on 290 cost profiles
Why these companies made our list
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